401(k) · DOL Form 5500 · 2023

Albert Kemperle, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
461
Participants Below avg headcount
82nd
Percentile by assets National rank
$78,835
Avg per participant Below avg balance/head
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Official DOL plan name: Albert Kemperle, Inc. Retirement Trust · Sponsored by Albert Kemperle, Inc. · New York · Wholesale Trade

$36M in assets, 461 participants

Albert Kemperle, Inc.'s Albert Kemperle, Inc. Retirement Trust reported $36M in total assets and 461 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,168 in Wholesale Trade (6,309 peers)

Where Albert Kemperle, Inc. Retirement Trust sits by assets

Albert Kemperle, Inc. Retirement Trust sits in the top quartile of all filed plans by assets, $36M for 461 participants (~$78,835/participant), up 18.3% in 2023.

#5,168
in Wholesale Trade (6,309 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Albert Kemperle, Inc. Retirement Trust's outsized position by total assets

Albert Kemperle, Inc. Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$36,343,034 Top 18% higher than 82% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Albert Kemperle, Inc. Retirement Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Albert Kemperle, Inc. Retirement Trust sits mid-pack in the medium band (461 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Albert Kemperle, Inc. Retirement Trust reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Albert Kemperle, Inc. Retirement Trust end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112293976 · Albert Kemperle, Inc. PY 2023 · 401(k)

Albert Kemperle, Inc. Retirement Trust · $36M · 461 · 82nd

  • ASSETS $36M
  • PCT 461
  • EIN 82nd
  • RANK 401(k)
  • PHOTO near Esp Associates, Inc. 401(k) Profit Sharing Plan
  • IND ind #5168

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in New York →

Albert Kemperle, Inc. Retirement Trust in the asset neighbourhood

Sitelogiq, Inc. 401(k) Retirement PlanSitelogiq, Inc. 401(k) Retir…$36MAlbert Kemperle, Inc. Retirement TrustAlbert Kemperle, Inc. Retire…$36MEsp Associates, Inc. 401(k) Profit Sharing PlanEsp Associates, Inc. 401(k) …$36MFirst Citizens Community Bank Profit Sharing PlanFirst Citizens Community Ban…$36MSt. Luke's Health Network 401(k) PlanSt. Luke's Health Network 40…$36M
End-of-year total assets ($M) among Albert Kemperle, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN112293976
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albert Kemperle, Inc.)

Sponsor-wide plan assets over time

All Albert Kemperle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.72677547691735% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.7M $41.4M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 457 $31M
2023 1 461 $36M
2024 1 537 $41M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Albert Kemperle, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Albert Kemperle, Inc. Retirement Trust, Total assets ($B): 0.036343034 · Participants: 461Albert Kemperle, Inc. Retirement TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Albert Kemperle, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Albert Kemperle, Inc. Retirement Trust side-by-side with 3 peers →

Albert Kemperle, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Esp Associates, Inc. 401(k) Profit Sharing Plan in SC ($36M); by covered participants it is Kraus-Anderson, Incorporated Savings Plan in MN (461 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (461 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Albert Kemperle, Inc. Retirement Trust assets move in 2023? ▼
Albert Kemperle, Inc. Retirement Trust grew sharply - up 18.3% during 2023, from $31M to $36M. Reported net income was $6M.
How have Albert Kemperle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert Kemperle, Inc.'s sponsor-wide assets grew 34.7%, from $31M to $41M.
Where does Albert Kemperle, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Albert Kemperle, Inc. Retirement Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Albert Kemperle, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Esp Associates, Inc. 401(k) Profit Sharing Plan in SC ($36M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Albert Kemperle, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kraus-Anderson, Incorporated Savings Plan in MN (461 participants, $113M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112293976.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.